By TF 7 Comments | 5 Likes The early week has brought some big red candles each of the past two weeks so just seeing some green today brings a sigh of relief. Seeing big green is almost cause for celebration. So, happy Monday to you. I hope you had a great weekend. Our new week began with the Chinese returning from holiday at the same time...

With TF 2 Comments | 2 Likes We first met Bryan Slusarchuk back in 2016 when he introduced us to an exciting new company he had co-founded. It sounded like a cool deal so I bought a few shares. Eight years later, K92 Mining is multi-bagger and still going strong. Today, Bryan introduces us to his latest venture and, given his track record,...

With TF 7 Comments | 6 Likes It was a totally stupid day. A big miss in the BLSBS led to a surge on rate cut odds, a drop in bond yields and a plunge in the POSX. That, of course, was good enough for a huge rally in stonks. However it was also good, of course, for a massive plunge in CDG and CDS. Though prices eventually recovered, we were...

By TF 19 Comments | 8 Likes Boy, just when you think you've seen it all, even a grizzled old veteran such as myself still has the capacity to be stunned into laughter. I'm not talking about the actual BLSBS data, instead it's the so-called "market" reaction that followed. Let's start with the BLSBS. In a few interviews I've done of late,...

With TF 7 Comments | 4 Likes All is quiet on the western front ahead of one last big data day on Friday. Might the BLSBS finally roll over a little and grant us some relief from the two weeks of near constant selling pressure? Maybe. We'll know by 8:30 ET tomorrow. For today, we simply try to summarize how we to where we are. Prices have...

By TF 14 Comments | 8 Likes Like Tuesday, we had another straight down chart on our hands as price fell overnight, nearly uninterrupted in a straight line and in what felt like a predetermined glide path. Well, that's quite a sentence and not a fun way to start the day. Keep in mind that the Chinese markets are closed for the remainder of...